Adding small-caps to a global equity portfolio adds value without heightening the risk.
If you are an investor you may have encountered these two adages. First, that in order to earn a higher return you must take greater risk. Second, asset allocation is the most important contributor to performance.
Fundsmith LLP, the fund management company founded by Terry Smith, announces the appointment of Conrad Rey, Greville Ward and Daniel Washburn as Partners, subject to FCA approval.
The Fundsmith Sustainable Equity Fund ('FSEF'), which launched in November 2017, has won the ‘Best New Fund’ category at the Money Marketing Awards 2018. Money Marketing chose FSEF as the winner for its “credibility in the market and high competitive potential”.
Fundsmith has developed a considerable fan club of investors and it is not difficult to see why. The Fundsmith Equity fund topped the bestseller lists of both the Bestinvest and AJ Bell DIY investment platforms last year and has returned a whopping 266 per cent in a little over seven years since it was launched.
In his article for FTfm, Terry Smith discusses sustainable investing and questions how green your portfolio really is.
Terry Smith has emerged as Britain’s top investment performer once again after another year of stellar returns.
The Fundsmith Equity Fund has won the Global Equity category at AJ Bell’s inaugural Fund and Investment Trust awards, has been named Boutique Manager of the Year at the Financial News awards and has won the award for the Best Unit Trust at Investors Chronicle 2017 Awards.
Fundsmith, the asset management company run by British stock-picker Terry Smith, said on Wednesday it was launching a fund to tap growing demand from institutional clients in sustainable investment.
Terry Smith, the British investor, is targeting institutional investors by launching a fund that shuns “sin stocks”, including pornography, oil and tobacco.
Fundsmith LLP is pleased to announce the launch of a new institutional fund, the Fundsmith Sustainable Equity Fund, on 1st November 2017.
In his latest article for FT Money, Terry Smith believes that AstraZeneca’s problems go much deeper than its recent setback for a single drug.
John Chatfeild Roberts, who runs the £6.7 billion Merlin multi-asset funds, has revealed the investments he is making for protection in the event of a market correction.
The Fundsmith Equity Fund has been awarded a Gold rating by Morningstar and won two awards at the recent Citywire UK Awards.
In his latest article for FT Money, Terry Smith discusses the unique advantage investing in equities has over other asset classes.
Beware of individuals purporting to be from
SWISS INVESTMENT CORPORATION
or using the domain
Fundsmith LLP has partnered with acclaimed science competition FameLab to sponsor the event’s Mauritian launch, organised by the British Council.
In his latest article and podcast for FT Money, Terry Smith discusses why it may seem a strange position for an active fund manager to adopt but he is in favour of passive or index investment; the problems with emerging market ETFs; and the types of companies that these ETFs invest in.
Fundsmith LLP and the Fundsmith Equity Fund have won six industry awards in recognition of the Fund’s performance and its simple investment approach.
Terry Smith discusses 'known knowns' and looks at what investors should focus on.
The Telegraph report that Terry Smith has invested a further £115m in to Fundsmith, bringing his total investment in the fund to £200m.